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| Provider | Service type | Compensation |
|---|---|---|
Service code 26 · EIN 71-0294708 | Advisory (Participants) | $72,620 |
PNC BANK, N.A.2 years Filed as: PNC BANK NATIONAL ASSOCIATION Service code 99 · EIN 22-1146430 | Other Fees | $23,785 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $20,169 | $93,010-78.3% | $96,538-79.1% | $74,473-72.9% |
| Participation rate | 82.0% | 71.6%+10.4pp | 74.3%+7.6pp | 70.7%+11.2pp |
| Annual return | 13.83% | 37.50%-23.7pp | 35.74%-21.9pp | 34.36%-20.5pp |
| Employer contribution / active EE | $567 | $3,427-83.4% | $3,740-84.8% | $2,638-78.5% |
| Participant deferral / active EE | $2,128 | $3,971-46.4% | $4,880-56.4% | $4,530-53.0% |
| Admin fee / account holder | $83 | $633-86.9% | $6,737-98.8% | $347-76.1% |